Latest Institutional Transactions on Chevron Corp (CVX)
This table provides information on the latest institutional transactions involving Chevron Corp (CVX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-823- 4.23% |
$110K - $139K
|
18.6K
$2.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-233- 0.36% |
$31.2K - $39.3K
|
63.8K
$9.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.38K+ 2.21% |
$184K - $232K
|
63.8K
$9.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
96.3KNew |
$12.9M - $16.2M
|
96.3K
$14.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
227+ 18.78% |
$30.4K - $38.3K
|
1.44K
$222K
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4.61K- 62.64% |
$616K - $777K
|
2.75K
$425K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-8.45K- 5.51% |
$1.13M - $1.42M
|
145K
$22.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
4K+ 29.36% |
$535K - $674K
|
17.6K
$2.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-353- 15.85% |
$47.2K - $59.5K
|
1.87K
$289K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.1K+ 46.03% |
$2.02M - $2.55M
|
48K
$7.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-550- 4.56% |
$73.6K - $92.7K
|
11.5K
$1.78M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-107- 0.3% |
$14.3K - $18K
|
35.9K
$5.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-6.32K- 4.88% |
$845K - $1.06M
|
123K
$19M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-14.7K- 1.72% |
$1.96M - $2.47M
|
839K
$130M
|
|
|
Jul 28, 2025
Q2 2025
|
Edmp, Inc.
|
SELL
|
- |
-339- 2.24% |
$45.3K - $57.1K
|
14.8K
$2.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-395- 2.42% |
$52.8K - $66.6K
|
16K
$2.46M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-8.94K- 14.41% |
$1.2M - $1.51M
|
53.1K
$8.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-32- 2.17% |
$4.28K - $5.39K
|
1.45K
$223K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
239+ 8.14% |
$32K - $40.3K
|
3.17K
$490K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
51+ 2.71% |
$6.82K - $8.59K
|
1.93K
$298K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
70+ 10.29% |
$9.36K - $11.8K
|
750
$116K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-4.24K- 10.92% |
$567K - $714K
|
34.6K
$5.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.45K+ 12.13% |
$461K - $581K
|
31.9K
$4.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
100+ 4.93% |
$13.4K - $16.9K
|
2.13K
$328K
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-74- 2.54% |
$9.9K - $12.5K
|
2.84K
$438K
|
|
|
Jul 28, 2025
Q2 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
50.7K+ 47.72% |
$6.78M - $8.54M
|
157K
$24.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-351- 1.12% |
$46.9K - $59.1K
|
31K
$4.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
873+ 10.62% |
$117K - $147K
|
9.1K
$1.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
805+ 3.75% |
$108K - $136K
|
22.2K
$3.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
15+ 1.01% |
$2.01K - $2.53K
|
1.49K
$231K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-428- 4.42% |
$57.2K - $72.1K
|
9.25K
$1.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-72- 0.74% |
$9.63K - $12.1K
|
9.59K
$1.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-1.29K- 4.94% |
$173K - $218K
|
24.9K
$3.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
803+ 3.04% |
$107K - $135K
|
27.3K
$4.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-63- 3.4% |
$8.42K - $10.6K
|
1.79K
$276K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-2.14K- 8.86% |
$287K - $361K
|
22.1K
$3.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
574+ 12.22% |
$76.8K - $96.7K
|
5.27K
$814K
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-141- 6.98% |
$18.9K - $23.8K
|
1.88K
$290K
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
590+ 0.3% |
$78.9K - $99.4K
|
199K
$30.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-7- 0.33% |
$936 - $1.18K
|
2.09K
$322K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
3+ 0.13% |
$401 - $506
|
2.24K
$346K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-287K- 84.81% |
$38.3M - $48.3M
|
51.3K
$7.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.06K+ 7.33% |
$810K - $1.02M
|
88.8K
$13.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
775+ 1.04% |
$104K - $131K
|
75K
$11.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-109- 0.73% |
$14.6K - $18.4K
|
14.8K
$2.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-957- 4.47% |
$128K - $161K
|
20.5K
$3.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
19+ 0.47% |
$2.54K - $3.2K
|
4.06K
$628K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
11+ 2.04% |
$1.47K - $1.85K
|
549
$84.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
644+ 0.3% |
$86.1K - $109K
|
215K
$33.3M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-9.79K- 0.69% |
$1.31M - $1.65M
|
1.4M
$217M
|